Stokes Capital Advisors, LLC: WMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stokes Capital Advisors, LLC on WMB, newest first. How the timeline and the estimate are built.
Stokes Capital Advisors, LLC held 152,172 WMB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 152,172 sharesChange vs previous 13F +468 shares
2.27% of the 13F portfolio, value $10,343,131.
13F-HR 0001085146-26-000873 filed by Stokes Capital Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 151,704 sharesChange vs previous 13F -5,107 shares
2.42% of the 13F portfolio, value $11,277,676.
13F-HR 0001734460-26-000004 filed by Stokes Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 156,811 sharesChange vs previous 13F -9,302 shares
2.56% of the 13F portfolio, value $11,412,705.
13F-HR/A 0001734460-26-000003 filed by Stokes Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 166,113 sharesChange vs previous 13F -1,012 shares
2.28% of the 13F portfolio, value $9,985,053.
13F-HR 0001085146-26-000070 filed by Stokes Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 167,125 sharesChange vs previous 13F -15,171 shares
2.46% of the 13F portfolio, value $10,587,369.
13F-HR 0001085146-25-005873 filed by Stokes Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 182,296 sharesChange vs previous 13F -2,020 shares
2.8% of the 13F portfolio, value $11,450,012.
13F-HR 0001085146-25-003695 filed by Stokes Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 184,316 sharesChange vs previous 13F -2,149 shares
2.8% of the 13F portfolio, value $11,014,725.
13F-HR 0001085146-25-002061 filed by Stokes Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 186,465 sharesChange vs previous 13F not available
2.61% of the 13F portfolio, value $10,091,486.
13F-HR 0001085146-25-000279 filed by Stokes Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).